Sanibel Captiva Trust Company’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sanibel Captiva Trust Company’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,715	Closed	-$227K	–	467
2026 Q1	$227K	Hold	1,715	–	–	0.01%	414
2025 Q4	$226K	Hold	1,715	–	–	0.01%	400
2025 Q3	$222K	Hold	1,715	–	–	0.01%	389
2025 Q2	$212K	Sell	1,715 -856	-33%	-$101K	0.01%	382
2025 Q1	$308K	Hold	2,571	–	–	0.01%	335
2024 Q4	$321K	Hold	2,571	–	–	0.01%	325
2024 Q3	$318K	Buy	+2,571	New	+$306K	0.01%	325

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanibel Captiva Trust Company's IJJ Position: Q2 2026 in Review

Sanibel Captiva Trust Company sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 1,715 shares — an estimated $227K sold.

Sanibel Captiva Trust Company first reported a position in IJJ in Q3 2024 and held it in 7 quarters. The position peaked at $321K in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sanibel Captiva Trust Company reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Sanibel Captiva Trust Company sold 1,715 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $227K.
Sanibel Captiva Trust Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 7 quarters.
Sanibel Captiva Trust Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $321K in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.